Assign a letter and view its activity
Hand a letter to the next person, and see everything that has already happened to it.
Table of Contents
When a clinician dictates and a secretary types, assign each letter to whoever should pick it up next.
On the Letters page, click the ⋯ at the end of the row.
Choose Assign.
Pick the team member and confirm.
They can filter the page by Assigned to to see their own work. To check a letter's history, choose its activity log from the same menu. It shows what happened and who did it.
Up next
Next, read Issue and redeem a gift voucher.